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Institutional Holdings
PAMOwnership Summary
Institutions Holding
6
Total Shares Held
16,497
Total Value Held
$592,100
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
1
7,200 shares
New Positions
2
9,297 shares
Sold Out Positions
3
176,962 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 7,200 | $591,336 | Unchanged | 0.36% | 2026-06-30 |
| Janney Montgomery Scott LLC | 5,297 | $435 | New position | 0.00% | 2026-06-30 |
| X-Square Capital, LLC | 4,000 | $329 | New position | 0.08% | 2026-06-30 |
| Itau Unibanco Holding S.A. | 0 | $0 | Sold out | 2026-06-30 | |
| Spire Wealth Management | 0 | $0 | Sold out | 2026-06-30 | |
| Ameritas Advisory Services, LLC | 0 | $0 | Sold out | 2026-06-30 |